How can we help?

Build your Master Plan – Estate Planning

We will work with you to help you through difference stages of your financial life, from conception of your business to developing a plan stage through to your succession plan so that you can take a step back from the business world with confidence.

Duly and Associates ensures your Self Managed Superannuation Fund is set up to benefit the people you want, and we are ready to assist with the creation of a personal plan for your estate so administration issues do not press upon loved ones during their time of grief. We collaborate with you to help you appoint the right trustees when planning for the future.

Our detailed knowledge of your financial affairs will be the foundation of your decision to transition into retirement, something that requires careful estate planning. We can help make that transition smooth, with a focus on tax minimisation and asset protection.

Why choose us?

Duly & Associates provide a personalised tax and accounting service to SMEs, professionals, high and medium worth individuals and self managed superannuation funds (SMSFs). We understand your financial requirements, and can help you navigate and find the best solutions.

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Preparation of financial statements

Should you require a set of financial statements prepared for various purposes including: business sale, tax compliance, management reporting, submission to financial institutions or any other purposes, we can assist with your reporting requirements.

Business valuation

If you looking to acquire a new business, wanting to sell your existing business or require a market valuation for restructuring purposes, we can help you by providing an independent valuation that will assist with your needs.

Establishing new structures

Understanding the correct structure for your needs is a crucial decision for any business transaction. Duly & Associates can help you understand the merits of each structure, to provide advice on what is best suited to your needs and circumstances.

We can also attend to the creation of any new structure, be it a company, trust, self managed superannuation fund or partnership, ensuring it is compliant.